Elevate Wealth Advisory, Inc American Centy ETF Tr Avantis Transaction History

Elevate Wealth Advisory, Inc

$146 Billion
Q4 2025

A detailed history of Elevate Wealth Advisory, Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 65,133 shares of AVDV stock, worth $5.87 Million. This represents 4.18% of its overall portfolio holdings.

Number of Shares

65,133

Previous 61,699 5.57%

Holding current value

$5.87 Million

Previous $5.49 Billion 11.42%

% of portfolio

4.18%

Previous 3.99%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 27, 2026	BUY	$87.37 - $90.92 $300,028 - $312,219	3,434 Added 5.57%	65,133 $6.12 Billion
Q3 2025 Oct 24, 2025	SELL	$79.24 - $89.03 $246,357 - $276,794	-3,109 Reduced 4.8%	61,699 $5.49 Billion
Q2 2025 Jul 23, 2025	SELL	$61.76 - $79.32 $298,609 - $383,512	-4,835 Reduced 6.94%	64,808 $5.14 Billion
Q1 2025 May 14, 2025	SELL	$63.74 - $71.96 $276,759 - $312,450	-4,342 Reduced 5.87%	69,643 $4.86 Billion
Q4 2024 Feb 11, 2025	BUY	$63.85 - $70.4 $157,390 - $173,536	2,465 Added 3.45%	73,985 $4.74 Billion

Q3 2024 Nov 13, 2024	BUY	$62.52 - $71.12 $100,657 - $114,503	1,610 Added 2.3%	71,520 $5.05 Billion
Q2 2024 Aug 12, 2024	BUY	$63.81 - $68.36 $263,981 - $282,805	4,137 Added 6.29%	69,910 $4.54 Billion
Q1 2024 May 02, 2024	SELL	$59.95 - $65.89 $13,548 - $14,891	-226 Reduced 0.34%	65,773 $4.33 Billion
Q4 2023 Feb 14, 2024	BUY	$54.34 - $62.7 $3.59 Million - $4.14 Million	65,999 New	65,999 $4.12 Billion

Others Institutions Holding AVDV

# of Institutions

556

Shares Held

117M

Call Options Held

4.1K

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDV
Sector ETFs
Industry ETFs

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Elevate Wealth Advisory, Inc American Centy ETF Tr Avantis Transaction History